DMAS Form Templates
Executive Summary
DMAS Form Templates is the setup screen where administrators review the templates used to build DMAS forms. The list shows each template with its type, publication and discontinuation details. Opening a template shows its name, description, and publication details, and lets you change the name and description, maintain its detail settings (fixed text, form context field tags, or a signature image), and review its tasks and maintain the interventions listed under each task. Templates cannot be added or deleted from this screen.
Key Features
- List all DMAS form templates, newest first, with their type, added, discontinued, and published details
- Open a template and change its name and description
- Maintain the template's detail settings: text values, form context field tags, or an uploaded signature image
- Review the template's tasks, grouped by category, with the number of interventions on each
- Add, edit, and delete the interventions for a task
Typical Workflow
- Click the edit icon on a template (or right-click it and choose Edit) to open it.
- Click Edit at the top to change the Name or Description, then click Save.
- On the Details tab, use Add and Edit to maintain the template's settings. Choose a Content Type of Text, Form Context Field, or Signature, fill in the value that appears, and click Save.
- On the Tasks tab, right-click a task and choose Interventions (or click the interventions icon) to add, edit, or delete the interventions for that task, then click Close.
- Click Close to return to the list.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page, open a template, and make changes |
Main Grid
The grid lists every DMAS form template, newest first (9 rows per page).
| Column | Description |
|---|---|
| ID | Template number. |
| Type | Type of DMAS form the template is for. |
| Name | Name of the template. |
| Description | Description of the template. |
| Added | Date and time the template was added, shown in your local time. |
| Added By | User who added the template. |
| Discontinued | Checked when the template has been discontinued. |
| Discontinued on | Date and time the template was discontinued, shown in your local time. |
| Discontinued By | User who discontinued the template. |
| publishedDt | Date and time the template was published, shown in your local time. Blank until published. |
| Published By | User who published the template. |
| Manage Records | Edit icon that opens the template. |
Actions
| Button | Description |
|---|---|
| Edit (right-click a row, or the edit icon) | Opens the selected template. |
Dialog Components
DMAS Form Template
Opens when you edit a template. The top of the dialog shows the template's ID, Name, Description, Type, Published Date/Time, and Published By (read-only). Click Edit to change the name and description. Click Close when finished; the list is refreshed.
Tabs
| Tab | Purpose |
|---|---|
| Details | The template's detail settings. Add, edit, or delete them here. |
| Tasks | The template's tasks and the number of interventions for each. Open a task's interventions from here. |
Details — Grid
Lists the template's detail settings (14 rows per page).
| Column | Description |
|---|---|
| Setting | Code of the detail setting. |
| Description | Description of the setting. |
| Content Type | Text, Form Context Field, or Signature. |
| Text Value | The text, for settings with a content type of Text. |
| FCF Tag | The form context field chosen, for settings with a content type of Form Context Field. |
Details — Grid Actions
| Button | Description |
|---|---|
| Add | Opens the Detail dialog to add a setting. |
| Edit | Opens the Detail dialog for the selected row. A warning "Please select a detail" is shown if no row is selected. |
| Add (right-click) | Same as Add. |
| Edit (right-click a row) | Same as Edit for the row you clicked. |
| Delete (right-click a row) | Deletes the setting after you confirm. The confirmation wording refers to deleting a "period". |
Tasks — Grid
Lists the template's tasks (14 rows per page).
| Column | Description |
|---|---|
| Category | Category the task belongs to. |
| Sequence | Order of the task within its category. |
| Task | Name of the task. |
| # Interventions | Number of interventions defined for the task. |
| Manage Records | Icon that opens the task's interventions. |
Tasks — Grid Actions
| Button | Description |
|---|---|
| Interventions (right-click a row, or the icon in Manage Records) | Opens the Interventions dialog for the task. |
Template (edit)
Opens from Edit at the top of the dialog.
| Field | Description |
|---|---|
| Name | Name of the template. |
| Description | Description of the template (multi-line). |
Click Save or Cancel.
Detail
Opens from Add or Edit on the Details tab.
| Field | Description |
|---|---|
| Setting | Code of the setting. |
| Description | Description of the setting. |
| Content Type | Text, Form Context Field, or Signature. The field below depends on the choice. |
| Text Value | Shown for Text. The fixed text. |
| Select A Form Context Field Code | Shown for Form Context Field. Dropdown of the available form context fields, with a clear button. |
| Signature image | Shown for Signature. Displays the current image and lets you upload a replacement. Only .png files are accepted. |
Click Save to save the setting or Cancel to close. A newly uploaded signature image is saved when you click Save.
Interventions
Opens from the Tasks tab. Lists the interventions for the selected task (14 rows per page). Click Close when finished; the # Interventions count on the Tasks tab is refreshed.
| Column | Description |
|---|---|
| Intervention | Text of the intervention. |
| Manage Records | Delete and edit icons for the row. |
| Button | Description |
|---|---|
| Add | Opens the Intervention dialog to add an intervention to the task. |
| Edit (right-click a row, or the edit icon) | Opens the Intervention dialog for the row. |
| Add (right-click a row) | Same as Add. |
| Delete (the delete icon) | Deletes the intervention after you confirm "Are you sure you want to delete this intervention?". |
Intervention
Opens from the Interventions dialog. Shows the Task (read-only) and the Intervention text to enter or change. Click Save or Cancel.
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|---|
| FormContextFields | Fields offered in the Select A Form Context Field Code dropdown for detail settings. |